Get Old Mutual Unit Trusts Namibia Buying Form - Old Mutual Namibia

This guide provides a clear and user-friendly approach to completing the Old Mutual Unit Trusts Namibia Buying Form. Whether you are a seasoned investor or new to unit trusts, this step-by-step breakdown will assist you in filling out the form accurately.

Follow the steps to effectively complete the buying form.

1. Press the ‘Get Form’ button to obtain the Old Mutual Unit Trusts Namibia Buying Form and open it in your preferred editor.
2. Complete sections 1 to 8 of the form in CAPITAL LETTERS using black or blue ink, ensuring all required details are filled in. If you are acting on behalf of another user, please also complete section 10.
3. In section 1, provide your investor details, including your title, initials, surname, first names, ID/passport number, gender, date of birth, marital status, and nationality. Ensure to select your preferred language of correspondence and fill in your postal and residential addresses.
4. Section 2 focuses on how to invest. Indicate whether you are making a lump sum investment or setting up monthly investments. Be sure to fill out the relevant bank details and specify the amount and fund you wish to invest in.
5. In section 3, verify your income source and indicate the type of assets you possess, specifying whether they are retail or institutional.
6. Provide bank details in section 4 for debit orders, entering the name of the bank, branch, branch code, account holder's name, account type, and account number.
7. If your payout bank details differ from the debit order bank details, fill out section 5 with the required information.
8. In section 6, outline any regular automated withdrawals you wish to set up, indicating the amount and frequency of withdrawals.
9. Complete section 7 by signing the declaration, confirming that all the information you provided is accurate and that you understand the conditions of the investment.
10. In section 8, acknowledge the receipt of advice regarding your investment and make choices concerning the appointment of an intermediary if you wish.
11. If an intermediary is involved, complete sections 9 and 10 to provide their information and confirm their commission arrangement.
12. Finally, save your changes, download, print, or share the completed form as needed. Ensure all pages are reviewed for completeness and accuracy before submitting.

Complete your Old Mutual Unit Trusts Namibia Buying Form online today to start your investment journey!